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Richard P Slaughter Associates Inc: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard P Slaughter Associates Inc on IWY, newest first. How the timeline and the estimate are built.

Richard P Slaughter Associates Inc held 123,621 IWY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 123,621 shares
    Change vs previous 13F -8,427 shares

    7.3% of the 13F portfolio, value $36,457,013.

    13F-HR 0001811783-26-000006 filed by Richard P Slaughter Associates Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 132,048 shares
    Change vs previous 13F -10,463 shares

    7.61% of the 13F portfolio, value $38,375,790.

    13F-HR 0001811783-26-000004 filed by Richard P Slaughter Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 142,511 shares
    Change vs previous 13F -12,872 shares

    7.67% of the 13F portfolio, value $35,462,437.

    13F-HR 0001811783-26-000003 filed by Richard P Slaughter Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 155,383 shares
    Change vs previous 13F +2,426 shares

    9.02% of the 13F portfolio, value $43,031,768.

    13F-HR 0001811783-26-000001 filed by Richard P Slaughter Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 152,957 shares
    Change vs previous 13F -38,727 shares

    9.02% of the 13F portfolio, value $41,856,683.

    13F-HR 0001811783-25-000008 filed by Richard P Slaughter Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 191,684 shares
    Change vs previous 13F -3,851 shares

    9.63% of the 13F portfolio, value $47,252,023.

    13F-HR 0001811783-25-000006 filed by Richard P Slaughter Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 195,535 shares
    Change vs previous 13F +131,977 shares

    9.64% of the 13F portfolio, value $41,246,153.

    13F-HR 0001811783-25-000003 filed by Richard P Slaughter Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 63,558 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $14,953,291.

    13F-HR 0001811783-25-000001 filed by Richard P Slaughter Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).